How satisfied are you with our online help?*
Just these help pages, not phone support or the product itself
Why did you give this rating?
It's hard to find information
Instructions are hard to follow
Content isn't detailed enough
It doesn't fix my software problems
Anything else you want to tell us about the help?
Contact names (both personal and organisational) can be changed using the Contact page.
Clients and contacts
Finding and opening clients and contacts
Using the Client page
Using the Contact page
Changing client names and codes
Closing a client
Deleting a client (Not available in AO New Zealand)
Changing clients into contacts (Not available in AO New Zealand)
Changing contacts to suppliers
Viewing all clients and contacts in a family group
Changing contacts’ names
Deleting a contact (Not available in AO New Zealand)
Notes on the Main tab
Phone and other details
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